HighTower Trust’s Healthpeak Properties DOC Stock Holding History

HighTower Trust’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,575	Closed	-$331K	–	105
2018 Q3	$331K	Hold	12,575	–	–	0.04%	92
2018 Q2	$325K	Buy	+12,575	New	+$297K	0.04%	109
2017 Q3	–	Sell	-9,720	Closed	-$311K	–	100
2017 Q2	$311K	Hold	9,720	–	–	0.04%	116
2017 Q1	$304K	Buy	+9,720	New	+$298K	0.03%	131

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

HighTower Trust's DOC Position: Q4 2018 in Review

HighTower Trust sold out of Healthpeak Properties (DOC) in Q4 2018, closing a stake of 12,575 shares — an estimated $331K sold.

HighTower Trust first reported a position in DOC in Q1 2017 and held it in 4 quarters. The position peaked at $331K in Q3 2018. 598 funds tracked by Wall St. Rank hold DOC as of Q4 2018.

HighTower Trust reported no remaining Healthpeak Properties position as of Q4 2018 after selling out during the quarter.
HighTower Trust sold 12,575 Healthpeak Properties shares in Q4 2018, an estimated $331K.
HighTower Trust first reported a position in Healthpeak Properties in Q1 2017 and held it in 4 quarters.
HighTower Trust's Healthpeak Properties position peaked at $331K in Q3 2018.
598 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2018.

Based on HighTower Trust's 13F filing for Q4 2018, filed 28 Jan 2019.